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NJ ELSS Tax Saver Scheme Regular Growth

Fund House:
NJ Mutual Fund
Category:
Equity: ELSS
Status:
Open Ended Schemes
Launch Date:
16-06-2023
ISIN Number:
INF0J8L01099
Minimum Investment:
500
Minimum SIP:
Total Assets: (29-11-2024):
250.65
Nav (20-12-2024)
14.5
CAGR Since Inception:
27.79
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.31 %
Risko-Meter:
Very High
Exit Load:
NIL subject to lock-in period of 3 years. The above Investment in NJ ELSS Tax Saver Scheme, is eligible for applicable tax benefits under section 80C of Income Tax Act 1961.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
NJ ELSS Tax Saver Scheme Regular Growth 15.63 0 0 0 0
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 51.18 40.6 29.09 24.18 0
HSBC ELSS Tax saver Fund - Regular Growth 36.8 29.61 20.7 19.49 14.27
HSBC Tax Saver Equity Fund - Growth 36.11 28.24 20.55 19.93 13.81
SBI Long Term Equity Fund - Regular Plan- Growth 32.96 32.06 25.91 24.21 14.95
JM ELSS Tax Saver Fund (Regular) - Growth option 31.4 28.38 20.78 21.39 15.88
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 31 28.89 0 0 0
Invesco India ELSS Tax Saver Fund - Growth 29.11 26.87 16.82 18.92 14.56
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 27.73 28.03 20.64 25.13 16.8
DSP ELSS Tax Saver Fund - Regular Plan - Growth 27.57 25.89 20.54 21.1 16.09
Fund Manager
Dhaval Patel, Viral Shah:
Scheme Objective
The Scheme seeks to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On NJ ELSS Tax Saver Scheme Regular Growth NIFTY 50 TRI Equity: ELSS
CAGR since inception 27.79% 13.95% 16.05%
1 Year 15.63% 12.84% 23.30%
3 Year 0.00% 13.73% 17.92%
5 Year 0.00% 15.28% 19.01%
10 Year 0.00% 12.46% 13.96%
Nav / Index Value as on2024-12-22 250.65% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.58
Equity 99.42
Company Holding
GILLETTE INDIA LIMITED 5
COROMANDEL INTERNATIONAL LIMITED 4.49
IPCA LABORATORIES LIMITED 4.48
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED 4.43
MUTHOOT FINANCE LIMITED 4.25
PETRONET LNG LIMITED 4.19
HDFC ASSET MANAGEMENT COMPANY LTD 4.17
ABBOTT INDIA LIMITED 4.14
METROPOLIS HEALTHCARE LIMITED 4.12
V-GUARD INDUSTRIES LIMITED 4.09
FAQ's of NJ ELSS Tax Saver Scheme Regular Growth
How do I use the SIP Calculator to calculate NJ Mutual Fund ?

To calculate the NJ Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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NJ ELSS Tax Saver Scheme Regular Growth